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Agilon Health
AGL

185 hedge funds and large institutions have $7.67B invested in Agilon Health in 2023 Q2 according to their latest regulatory filings, with 34 funds opening new positions, 93 increasing their positions, 39 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed

210% more call options, than puts

Call options by funds: $39.1M | Put options by funds: $12.6M

138% more repeat investments, than reductions

Existing positions increased: 93 | Existing positions reduced: 39

0.06% less ownership

Funds ownership: 4.33% → 4.27% (-0.06%)

7% less funds holding

Funds holding: 198 → 185 (-13)

25% less funds holding in top 10

Funds holding in top 10: 4 → 3 (-1)

28% less first-time investments, than exits

New positions opened: 34 | Existing positions closed: 47

28% less capital invested

Capital invested by funds: $10.6B → $7.67B (-$2.95B)

Holders
185
Holders Change
-13
Holders Change %
-6.57%
% of All Funds
2.9%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.05%
New
34
Increased
93
Reduced
39
Closed
47
Calls
$39.1M
Puts
$12.6M
Net Calls
+$26.4M
Net Calls Change
+$8.9M

Top Buyers

1
Wellington Management Group
Wellington Management Group
Massachusetts
+$400M
2
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
+$268M
3
Vanguard Group
Vanguard Group
Pennsylvania
+$202M
4
Capital World Investors
Capital World Investors
California
+$200M
5
Fidelity Investments
Fidelity Investments
Massachusetts
+$138M

Top Sellers

1
CDR
Clayton Dubilier & Rice
New York
-$2.13B
2
HF
HRT Financial
New York
-$22.6M
3
Amundi
Amundi
France
-$9.46M
4
Jane Street
Jane Street
New York
-$8.01M
5
BBL
Beck Bode LLC
Massachusetts
-$4.04M
Name Holding Trade Value Shares
Change 		Change in
Stake
CCA
51
Checchi Capital Advisers
California
$4.42M +$78.1K +139 +1%
New York State Common Retirement Fund
52
New York State Common Retirement Fund
New York
$4.33M +$1.46M +2,605 +35%
N
53
Natixis
France
$4.05M +$5.25M +9,336 New
CSS
54
Cubist Systematic Strategies
Connecticut
$3.97M -$3.83M -6,808 -43%
Invesco
55
Invesco
Georgia
$3.92M -$2.21M -3,929 -30%
Bank of Montreal
56
Bank of Montreal
Ontario, Canada
$3.84M -$225K -400 -5%
AACP
57
Advantage Alpha Capital Partners
California
$3.65M +$1.46M +2,600 +45%
MS
58
Maven Securities
Jersey
$3.47M +$4.5M +8,000 New
Manulife (Manufacturers Life Insurance)
59
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$3.29M +$1.64M +2,925 +63%
State of New Jersey Common Pension Fund D
60
State of New Jersey Common Pension Fund D
New Jersey
$3.28M +$1.35M +2,396 +46%
State Board of Administration of Florida Retirement System
61
State Board of Administration of Florida Retirement System
Florida
$3.22M +$522K +929 +14%
EGM
62
Engineers Gate Manager
New York
$2.74M +$3.56M +6,330 New
William Blair & Company
63
William Blair & Company
Illinois
$2.71M +$371K +661 +12%
Squarepoint
64
Squarepoint
New York
$2.52M +$2.79M +4,964 +586%
YWS
65
Yarger Wealth Strategies
Ohio
$2.5M -$653K -1,162 -17%
Janus Henderson Group
66
Janus Henderson Group
United Kingdom
$2.4M +$967K +1,720 +45%
TI
67
Trexquant Investment
Connecticut
$2.24M -$2.13M -3,785 -42%
Ohio Public Employees Retirement System (OPERS)
68
Ohio Public Employees Retirement System (OPERS)
Ohio
$2.17M +$696K +1,238 +33%
Treasurer of the State of North Carolina
69
Treasurer of the State of North Carolina
North Carolina
$2.09M +$855K +1,521 +46%
MCM
70
McKinley Capital Management
Alaska
$2.08M -$353K -628 -12%
VOYA Investment Management
71
VOYA Investment Management
Georgia
$2.05M +$1.02M +1,823 +63%
MF
72
Magnetar Financial
Illinois
$2.03M +$2.63M +4,673 New
Man Group
73
Man Group
United Kingdom
$2M +$2.59M +4,613 New
ECM
74
ExodusPoint Capital Management
New York
$1.93M +$2.5M +4,450 New
RC
75
Renaissance Capital
Connecticut
$1.89M +$1.03M +1,835 +73%
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3
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AGL Hedge Fund Activity: Q2 2023 in Review

185 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Agilon Health (AGL) for Q2 2023, worth a combined $7.67B — down 28% from $10.6B a quarter earlier.

Sellers outnumbered buyers: 47 funds closed out of AGL and 34 opened new positions — a net loss of 13 holders — while 39 trimmed existing stakes and 93 added.

The largest buyer was Wellington Management Group, adding an estimated $400M. The largest seller was Clayton Dubilier & Rice, cutting an estimated $2.13B.

  • 185 institutional investors held Agilon Health (AGL) as of Q2 2023, down from 198 in Q1 2023.
  • Funds reported $7.67B of Agilon Health stock for Q2 2023, down 28% quarter-over-quarter.
  • 34 funds opened new Agilon Health positions in Q2 2023 and 47 closed out, a net change of -13 holders.
  • The largest Agilon Health buyer in Q2 2023 was Wellington Management Group, an estimated $400M added.
  • The largest Agilon Health seller in Q2 2023 was Clayton Dubilier & Rice, an estimated $2.13B sold.

Based on aggregated 13F filings for Q2 2023.